See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,517 | $91,190+132.0% | $178,490+18.5% | $79,858+164.9% |
| Participation rate | 75.4% | 69.2%+6.2pp | 81.9%-6.5pp | 69.6%+5.8pp |
| Annual return | 11.86% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $8,543 | $3,256+162.4% | $5,011+70.5% | $2,471+245.8% |
| Participant deferral / active EE | $5,463 | $3,236+68.8% | $5,202+5.0% | $3,740+46.1% |
| Admin fee / account holder | $28,874 | $6,751+327.7% | $13,984+106.5% | $5,306+444.1% |